Online Resources

Bowmanville Financial Planners Forum & Webcast

Thank you for attending our Financial Planners Forum.  Our hope is to provide you with relevant education for the industry, for your business, and for your clients.

These online resources are a way to allow you to review the presentations that were performed for you at the event.  This is a major part of our commitment to ensure that the information provided to you at the event remains relevant to you long after our event ended.

Presentations and Contact Info

In the table below you will find a PDF version of the exact presentation that was made to you at our event.  Please note that some of these pages may look “messy”.  This could be a result of layers and animations that PowerPoint makes look “neat”.  If you would like a clean version of these slides, it is recommended that you contact the presenter directly.

Tuesday, December 5th, 2017

Crossing The Line

Alan Hoffman, President, Inc


Attracting and Retaining Clients with CPWM

Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc


The Power of Presentation

Jonathan Jarvie, Inside Sales Representative, Life Design Analysis


Presentation Title

Presenter Name, Business Development Consultant, Manulife Bank

Phone Number

Wednesday, December 6th, 2017

Professional Responsibility Applied! (Case Study Group 2)

Alan Hoffman, President, Inc


Discussing Real Estate Investing with Your Clients

Hal Yesovitch, VP Sales, FDS Broker Services

905-566-4420 x241


Lead or Be Left Behind

Robert Gignac, Author, “Rich is a State of Mind”


Presentation Title

Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan